Filtering is an excellent way to drill down into the data that you are specifically looking for. To filter your Onboarding Center, you can navigate to Onboarding | Select Find | Add Field.

The filters we all offer for the Onboarding Center are: Completed by, Completed Items, Completed On, Created By, Name, Next Item Due Date, Percent Complete, Regarding, Due On, Owner, Process Template, and Process Type.

What's Next?

Learn more about Onboarding below!

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